STACKSTONE WEALTH, LLC’s Primerica PRI Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$366K	Buy	+1,344	New	+$404K	0.04%	254

Other funds holding PRI

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PRI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Primerica (PRI) in Q3 2026: 1,344 shares worth $366K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings.

57 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,344 shares of Primerica worth $366K as of Q3 2026.
Primerica was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Primerica made up 0.04% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #254 holding.
57 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.